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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,652 | $159,934+31.1% | $147,005+42.6% | $145,959+43.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.69% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,718 | $5,287-67.5% | $4,934-65.2% | $4,661-63.2% |
| Participant deferral / active EE | $4,670 | $8,427-44.6% | $8,070-42.1% | $6,689-30.2% |
| Admin fee / account holder | $50 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |